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You might use Appreciated Securities. If they have increased in value since you obtained them, they may provide significant tax advantages. In making an Estate Plan, you may wish to include:

• A Bequest in a Will: This is the most popular planned gift. For the Anglican Diocese of Pittsburgh’s Archbishop Duncan Legacy Fund (and your Congregation), it can be:
  • an outright monetary bequest,
  • a percentage of your estate,
  • a percentage of the “rest, residue and remainder” of your estate after a number of other bequests have been fulfilled,
  • or a specific asset such as personal or real property.
• Gift of Stocks and Bonds (especially if they are appreciated).
• Gift of Real Estate such as a home, vacation property, undeveloped land, farmland or commercial property.
• Gift of Personal Property such as jewelry, antiques, an automobile, art work, livestock or other property.
• Gift of IRA, Pension or other Retirement Account. Consider giving from your retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan. Sixty to 70% of your retirement assets may be taxed if you leave them to your heirs. The Anglican Diocese of Pittsburgh is not taxed upon receiving tax-deferred assets. If you are 70 ½ years old, you may receive significant additional tax advantages by giving directly through your Retirement Account.
• Life Insurance Policy with the Anglican Diocese of Pittsburgh as beneficiaries or you may gift a policy or purchase a charitable gift rider.
• Charitable Lead Trust would pay an income to the Anglican Diocese of Pittsburgh (and your Congregation) for a specific length of time and would then leave the remainder of the trust to designated beneficiaries, usually family members. The purpose of the charitable lead trust is to reduce taxes on the estate of the deceased while maintaining the family’s control of the estate’s assets.
• Charitable Remainder Trust allows the donor to place assets into the trust and then have it pay the beneficiaries (the Anglican Diocese of Pittsburgh and your Congregation) for a stated period of time. Once this time-frame expires, the remainder of the estate is transferred to the beneficiary charities.
• Donor Advised Fund (DAF) is a charitable giving vehicle created to manage charitable donations on behalf of organizations, families or individuals. The donors surrender ownership of what they put in the DAF but retain advisory privileges over how the DAF is invested and how it distributes money to your preferred charities such as the Anglican Diocese of Pittsburgh (and your Congregation).
• Or Other Planned Giving Tool that best meets your needs.

Because many names have changed in recent years, please be sure that your Estate Plan:

• Uses the official name of the Diocese as the Anglican Diocese of Pittsburgh,
• Specifies the appropriate designation, and
• Correctly lists the name and municipality of your Congregation.

In making your Estate Plan, we encourage you to consult with your professional tax advisors.